DFX Intelligence

J••••••• D•••• L•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

J••••••• D•••• L•••••

Advisor at O•••• A••••••• S•••••••• L••

ATLANTA, GA | Draper, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1a61a3bc-84c0-5669-7aa9-8909c9804521

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jan 26, 2024 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: O•••• A••••••• S•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••• A••••••• S•••••••• L••	Bd affiliated wealth	Aug 14, 2026	n/a	yes	ATLANTA, GA\|Draper, UT	Current employment
C••••• I••••••••• A••••••• L••	Bd affiliated wealth	Jan 26, 2024	Aug 6, 2026	no	Sandy, UT\|Provo, UT

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• I••••••••• A••••••• L••	O•••• A••••••• S•••••••• L••	Aug 6, 2026	Aug 14, 2026	8	Firm change	Ibd to ibd

Team moves

••• Locked

Team	Left	Joined	From	Kind
105644:171070:UT:2026-07-29	Aug 6, 2026	Aug 14, 2026	PROVO, UT	Firm change

Relationships

Registered with (2)

→ O•••• A••••••• S•••••••• L••Registered adviserregistration: current employment
Aug 14, 2026 to presentfactForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Jan 26, 2024 to Aug 6, 2026factForm ADV

Dated events

Occurred
Aug 6, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1a61a3bc-84c0-5669-7aa9-8909c9804521
First observed: Jan 26, 2024
Last observed: Sep 14, 2026 9 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.